Difference between revisions of "Visibility Controls"

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Visibility controls are specified by users, to specify who can access their data. These settings extend the privileges established by the standard [[Data Access Permissions]].  
Visibility controls are specified by users, to specify who can access their data. These settings extend the privileges established by the standard [[Data Access Permissions]].  


:{| cellpadding="3" border="1" class="tight-rows"
:{| border="1" cellpadding="5" cellspacing="1"  
! Item !! Control
! Item !! Control


|-
|-
| Application || Use the [[Application Access]] settings
| [[Application]] || Use the [[Application Access]] settings


|-
|-
| Document (all file types,<br> &nbsp; including Photos)
| [[Dashboard]]   
| Click the '''Public''' flag to create a URL that can be<br> accessed without having to log in
 
|-
| Document Folder<br> (including [[Export_Data#Export_Folder_in_Documents|Export Folders]])
| Specify [[Folder Visibility]]
 
|-
| Home Page  
|  
|  
* Click the wrench icon [[File:WrenchIcon.png]]
* Click the wrench icon [[File:WrenchIcon.png]]
Line 23: Line 15:


|-
|-
| Note
| [[Record]]
|
|  
* Create or edite a note.
* [[Role Permissions]] determine which operations can be performed on object records, in general
* Set [[Visibility]] options
* [[Record Level Visibility]] can be used to restrict visibility of individual records to a specific audience
* Visible to everyone, by default.


|-
|-
| Report  
| [[Report]]
|  
|  
* Click the wrench icon [[File:WrenchIcon.png]]
* Click the wrench icon [[File:WrenchIcon.png]]
Line 37: Line 28:


|-
|-
| Report Folder || Specify [[Folder Visibility]]
| [[Report Folder]] || Specify [[Folder Visibility]]


|-
|-
| View  
| [[View]]
|  
|  
* Click the wrench icon [[File:WrenchIcon.png]]
* Click the wrench icon [[File:WrenchIcon.png]]
* Click '''[New]''' or '''[Edit]'''  
* Click '''[New]''' or '''[Edit]'''  
* Set [[Visibility]] options
* Set [[Visibility]] options
|-
| [[Field]]
|
* [[Fields#Field Visibility]] (field setting)
* [[Forms#Fields and Field Attributes]] (form setting)
* [[Forms#Layout Rules]] (conditional form setting)
|}
|}

Latest revision as of 23:03, 8 September 2015

Visibility controls are specified by users, to specify who can access their data. These settings extend the privileges established by the standard Data Access Permissions.

Item Control
Application Use the Application Access settings
Dashboard
  • Click the wrench icon WrenchIcon.png
  • Click [New] or [Edit]
  • Set Visibility options
Record
Report
  • Click the wrench icon WrenchIcon.png
  • Click [New] or [Edit]
  • Set Visibility options
Report Folder Specify Folder Visibility
View
  • Click the wrench icon WrenchIcon.png
  • Click [New] or [Edit]
  • Set Visibility options
Field